Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 187 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$34,950
+5.9%
3740.0%0.00%0.0%
Q3 2022$33,000
-5.7%
3740.0%0.00%0.0%
Q2 2022$35,000
-16.7%
3740.0%0.00%0.0%
Q1 2022$42,000
-4.5%
3740.0%0.00%0.0%
Q4 2021$44,000
+10.0%
3740.0%0.00%0.0%
Q3 2021$40,0000.0%3740.0%0.00%0.0%
Q2 2021$40,000
+8.1%
3740.0%0.00%0.0%
Q1 2021$37,000
-48.6%
374
-50.0%
0.00%0.0%
Q4 2020$72,000
+132.3%
748
+300.0%
0.00%0.0%
Q3 2020$31,000
+6.9%
1870.0%0.00%0.0%
Q2 2020$29,000
+20.8%
1870.0%0.00%0.0%
Q1 2020$24,000
-20.0%
1870.0%0.00%0.0%
Q4 2019$30,000
+7.1%
1870.0%0.00%0.0%
Q3 2019$28,0001870.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Townsend & Associates, Inc 235,529$22,215,00016.18%
Lowe Wealth Advisors, LLC 45,504$4,292,0002.18%
Savant Capital, LLC 194,243$18,321,0001.07%
Sterling Investment Advisors, Ltd. 32,037$3,081,0001.05%
IBEX WEALTH ADVISORS 30,886$2,913,0000.76%
Mine & Arao Wealth Creation & Management, LLC. 10,727$1,012,0000.73%
Ballew Advisors, Inc 9,761$935,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 10,718$1,011,0000.70%
Mathes Company, Inc. 17,260$1,628,0000.66%
TrinityPoint Wealth, LLC 24,867$2,410,0000.58%
View complete list of ISHARES TR shareholders